Terry Dillon's guest appearances

Terry Dillon

Respect The Process

SANFL Podcast

Goals Based Advice Podcast

Dock Talk

Pat Flynn

Ben Hunt

Matt Wright

Matt Rose

Peter Walsh

Scott Lewis

Luke Edwards

Steve Murphy

Matthew Wright

Hannah Martin

Alan Smith

Paul Stewart

Mark Evans

Ken Farmer

Luke Powell

OwlTail

Dock

On Episode 5 of Dock Talk, Zak interviews the CEO of Rowing Canada Terry Dillon to talk about his experiences on the water from first stroke to the Olympics. Terry describes how he entered the sport, his time racing with Team GB, how the sport has developed over the years, and what he thinks the next steps are for growth in rowing.  

On Episode 5 of Dock Talk, Zak interviews the CEO of Rowing Canada Terry Dillon to talk about his experiences on the water from first stroke to the Olympics. Terry describes how he entered the sport, his time racing with Team GB, how the sport has developed over the years, and what he thinks the next steps are for growth in rowing.

Dock Talk Episode 5: Featuring Terry Dillon

The financial advice landscape is changing, with many large businesses dissolving or reducing in size. Creating a business with one clear goal across a large number of advisers can be difficult and hard to manage. However, one business that is succeeding in doing just this is Shadforth Group.  In this episode, we speak to Terry Dillon, the Chief Executive Officer at Shadforth group to talk about how to deliver scalable, consistently high quality goals-based advice.  We discuss building career pathways for new advisers, client promises, stochastic modelling, evidence-based investing, and technology. Terry also provides valuable information on what goes into obtaining fiduciary certification. This episode is all about looking under the hood at one of Australia’s largest goals based advice practices, and understanding how to create a consistent standard of quality across a large number of advisers. We got plenty of fascinating insights and even picked up a few 5 star client service tips! Resources: To reach out to Terry Dillon, please contact him via the Shadforth website or email Terry at terry.dillon@sfg.com.au. What You'll Learn From This Episode:  How to be firm on the values you look for in new hires How a solid business structure can enable 30-50 year promises to clients How to build a structured pathway to becoming an adviser What is involved in becoming a fiduciary firm  How to provide client perks that deliver gold standard service How to incorporate stochastic modeling How Zoom is helping advisers become more personable The value of annual client surveys The importance of evidence-based portfolios that revolve around client goals How underestimating client ability can slow technological progress Why risk profiling is a dated practice   About Our Guest: Terry Dillon is the Chief Executive Officer at Shadforth Group Consulting with 28 years of experience in the industry. Starting in a landscape that consisted mostly of insurance and sales, Terry became a financial adviser early, and has accumulated a wealth of skills and experience that allows him to lead one of Australia’s largest group of financial advisers. His passion for developing thorough goals-based advisers and delivering a gold standard of advice to clients reflects through the company. For more conversations with the thinkers and movers in the world of financial advice, go to  Goals-Based Advice Podcast. You can also access more episodes on  Apple Podcasts and Spotify. For updates, follow our Facebook page.  If you have more questions, don't forget to reach out to me on LinkedIn and to send an email at jacqui@adviceintelligence.com   Thanks for tuning in!

The financial advice landscape is changing, with many large businesses dissolving or reducing in size. Creating a business with one clear goal across a large number of advisers can be difficult and hard to manage. However, one business that is succeeding in doing just this is Shadforth Group.  In this episode, we speak to Terry Dillon, the Chief Executive Officer at Shadforth group to talk about how to deliver scalable, consistently high quality goals-based advice.  We discuss building career pathways for new advisers, client promises, stochastic modelling, evidence-based investing, and technology. Terry also provides valuable information on what goes into obtaining fiduciary certification. This episode is all about looking under the hood at one of Australia’s largest goals based advice practices, and understanding how to create a consistent standard of quality across a large number of advisers. We got plenty of fascinating insights and even picked up a few 5 star client service tips! Resources: To reach out to Terry Dillon, please contact him via the <a href="https://www.sfg.com.au/" rel="nofollow" target="_blank">Shadforth website</a> or email Terry at <a href="mailto:terry.dillon@sfg.com.au">terry.dillon@sfg.com.au</a>. What You'll Learn From This Episode: <ul> <li>How to be firm on the values you look for in new hires</li> <li>How a solid business structure can enable 30-50 year promises to clients</li> <li>How to build a structured pathway to becoming an adviser</li> <li>What is involved in becoming a fiduciary firm </li> <li>How to provide client perks that deliver gold standard service</li> <li>How to incorporate stochastic modeling</li> <li>How Zoom is helping advisers become more personable</li> <li>The value of annual client surveys</li> <li>The importance of evidence-based portfolios that revolve around client goals</li> <li>How underestimating client ability can slow technological progress</li> <li>Why risk profiling is a dated practice </li> </ul> About Our Guest: Terry Dillon is the Chief Executive Officer at Shadforth Group Consulting with 28 years of experience in the industry. Starting in a landscape that consisted mostly of insurance and sales, Terry became a financial adviser early, and has accumulated a wealth of skills and experience that allows him to lead one of Australia’s largest group of financial advisers. His passion for developing thorough goals-based advisers and delivering a gold standard of advice to clients reflects through the company. For more conversations with the thinkers and movers in the world of financial advice, go to <a href="https://www.adviceintelligence.com/gbapodcast" rel="nofollow" target="_blank"> Goals-Based Advice Podcast</a>. You can also access more episodes on <a href="https://podcasts.apple.com/au/podcast/the-goals-based-advice-podcast/id1436931275" rel="nofollow" target="_blank"> Apple Podcasts</a> and <a href="https://open.spotify.com/show/0InGUboYuJZCumBnw4pMr2" rel="nofollow" target="_blank">Spotify</a>. For updates, follow our <a href="https://www.facebook.com/goalsbasedadvice/" rel="nofollow" target="_blank">Facebook page</a>.  If you have more questions, don't forget to reach out to me on <a href="https://www.linkedin.com/in/adviceintelligence/" rel="nofollow" target="_blank">LinkedIn</a> and to send an email at jacqui@adviceintelligence.com   Thanks for tuning in!

Australia’s Largest Goals-Based Advice Business, with Terry Dillon

Speaking on SANFL Radio, Dillon detailed the wide variety of services his company can provide Community Football clubs after having 16 years experience as an AFL administrator.

Terry Dillon chats about the 2018 SANFL Club Development Forum